道达尔能源：美关税或致石化贸易下降15%

Core Viewpoint - The ongoing U.S. tariffs are expected to further decrease the petrochemical trade by an additional 15% on top of the 34% decline experienced over the past five years [1] Industry Impact - The petrochemical industry is already under significant pressure, and the continuation of U.S. tariffs will exacerbate these challenges [1] - Companies without their own assets in the petrochemical trade will face increased difficulties in survival due to the tariffs [1] Market Dynamics - The U.S. tariffs are fostering protectionism, complicating short-term investment planning amid overcapacity and market volatility [1] - Tariffs are leading to an influx of products from certain countries into traditional markets, affecting competitive dynamics [1]